Hybrid Senior Manager – High Net Worth Individuals

at HCVT

• Job title: Senior Manager – High Net Worth Individuals
• Job type: Full Time
• Experience level: Senior
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Fort Worth, United States

About the role

• Senior Manager delivering high-net-worth tax compliance and consulting at HCVT. Leading client relations and managing tax expertise in a collaborative environment.

Responsibilities

• Client Service Excellence: Serve as a primary point of contact for high-net-worth (HNW) individuals, multi-generational families, and family offices, building and maintaining strong, long-lasting client relationships
• Provide a concierge approach to client service, offering proactive, year-round tax planning and strategic consulting tailored to their unique needs and goals
• Communicate complex tax matters in clear, understandable language, ensuring clients are informed and empowered to make sound financial decisions
• Manage client expectations and ensure all engagements are completed to the highest standards of quality and timeliness
• Tax Expertise & Compliance: Oversee and review complex federal and multi-state tax returns for individuals, partnerships, S-corporations, trusts, estates, and gift tax filings (Forms 1040, 1041, 1065, 709, 706)
• Conduct in-depth tax research, staying current on the latest developments in tax laws and regulations (federal, state, and local) to provide innovative solutions and ensure compliance
• Develop and implement tailored tax strategies to minimize tax liabilities and optimize financial outcomes, including estate and wealth transfer planning
• Represent clients in federal and state tax audits, preparing necessary correspondence and documentation
• Team Leadership & Development: Lead, mentor, and develop a team of tax professionals, seniors, and staff accountants, fostering a collaborative and supportive environment
• Plan and schedule engagements, monitor workflow, and manage engagement budgets and timelines effectively
• Actively participate in the firm's growth by identifying new business opportunities and contributing to internal and external networking initiatives

Requirements

• Undergraduate degree in Accounting required; Master's in Taxation is a plus
• CPA certification is required
• 8+ years of progressive tax experience in public accounting, with a strong technical background in high-net-worth individual and related entity taxation
• Demonstrated leadership and supervisory skills with experience managing teams and workflows
• Exceptional written and verbal communication skills, strong analytical abilities, and detail-orientation
• Proficiency in tax preparation software (e.g., GoSystem) and other financial analysis tools
• Ability to work effectively in a demanding, fast-paced environment while maintaining high-quality standards

Benefits

• Visit the Benefits section to learn more